Club Pension Plan
Sponsored by Automobile Club Of So California · EIN 950514585 · Plan #001
- Total assets
- $2.6B
- Net assets
- $2.6B
- Active participants
- 11,289
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Automobile Club Of So California | Plan administrator | $1,092,393 |
| Neuberger Berman Inv. Advisers Llc | Investment management fees (direct), Soft dollars commissions | $830,160 |
| Geneva Capital Management, Llc | Investment management fees (direct), Soft dollars commissions | $688,676 |
| Mercer | Actuarial | $640,654 |
| Wellington Management Llp | Investment management fees (direct), Soft dollars commissions | $636,687 |
| Frontier | Investment management fees (direct), Soft dollars commissions | $537,655 |
| Oaktree Capital Management, L.P. | Investment management fees (direct) | $505,468 |
| Alliancebernstein L.P. | Investment management fees (direct), Soft dollars commissions | $385,441 |
| Jpmorgan Chase Bank, N.A. | Custodial (securities), Trustee (institutional), Float revenue | $274,499 |
| Segall Bryant & Hamill | Investment management fees (direct) | $234,328 |
| Blackrock Financial Managment, Inc. | Investment management fees (direct) | $177,708 |
| Western Asset Management Co, Llc | Investment management fees (direct) | $132,818 |
| Blackrock Inst.Trust Co, N.A. | Trustee (institutional), Investment management fees (direct) | $45,462 |
| J.P. Morgan Investment Mgmt Inc. | Investment management fees (direct) | $0 |